Wealth Management

Wealth Management

Our discretionary investment service provides proactive management of your funds without the need for you to be involved in day-to-day decision-making. Our unique approach uses a “basket” of securities to:

  • ...reduce risk by diversification
  • ...avoid stamp duty
  • ...benefit from trading throughout the day rather than just once.

Talk to us about how this service might work for you.
 

La Playa: Investing with Intelligence:  

  • Independent professional advice
  • “Can do” culture
  • First class personal service
Red Lips

“These guys are the only insurance people I will tolerate speaking to these days, as they are actual humans (with both a brain and a heart!) and offer very good packages too - they answer calls and emails promptly and when I had an issue recently with my bank were very helpful to get it fixed.”

George, Client

 

Ready to work with us?

You can call us to talk more about your business on +44 (0)1223 200650 or +44 (0)20 3865 0149